DFA Tax-Managed US Marketwide Value II shares owned by Farther Finance Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Farther Finance Advisors
from 13F filings
Historical chart of Farther Finance Advisors investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Farther Finance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 426k | 41.69 |
| 2024-06-30 | $6.9M | 177k | 39.10 |
| 2024-03-31 | $6.8M | 167k | 40.76 |
| 2023-12-31 | $6.3M | 169k | 37.22 |
| 2023-09-30 | $73k | 2.2k | 34.02 |
| 2023-06-30 | $74k | 2.2k | 34.50 |
| 2023-03-31 | $72k | 2.2k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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